UMHS Forecast Planning – Reference guide /
Objective:
This guide explains how to access and utilize the UMHS Forecast Planning module in Smart View (Excel-based) and Workspace Planning (web-based). Either interface may be used to enter, submit, and review forecast data. The topics include how to:
· Sign in (using Excel Smart View – pg. 1) (using Workspace Planning – pg. 10)
· Navigate to and open the forms
· Use the Point of View (POV)
· Enter, submit, and review data
· Locate what business rules on the Forecast Forms
Sign In to Smart View (Excel-based)
If you are unsure if you have Smart View as an Excel Add-In already enabled on your computer, the UMHS Forecast Quick Reference Guide can be consulted. This reference guide will walk you through the steps to enable the Smart View Add-In or who to contact if you need to have Smart View installed.
The Quick Reference guide can be found at
http://www.med.umich.edu/finance/FinancialSystems/files/doc/UMHS_Forecast_Application_Quick_Reference_Guide.docx
Once you have Smart View enabled (installed) Forecast Forms in Excel can be accessed
1. . Open a new Excel file. In the top toolbar, select the Smart View tab.
2. In the Smart View ribbon that appears, click on Panel.
3. A Smart View panel will appear on the right side of the screen. In this panel, click on Shared Connections.
4. A sign in dialog box will appear. Enter your unique name and Level 1 password.
Navigate to and Open Forms
1. In the Select Server to proceed dropdown box in the panel on the right side of the screen, choose Oracle Hyperion Planning, Fusion Edition. Click on the “+” symbol next to UHEPMWEBLPR2, then UMHS, then Forms, then Forecast.
2. A list of all of the Forecasting forms will appear.
3. Double clicking on any of these Forms will display the Form in the body of the Excel file. This is where you will be able to enter data into, modify, or review based on the Form chosen.
4. Note: When you double click on a Form, and the Form opens, the Planning tab appears in your Excel ribbon at the top.
5. Note: You must have a worksheet open in Excel to open a Form. If there is not an open sheet, then you will get an error that the Active Sheet could not be determined.
Using the Point of View (POV)
1. Once a form is opened, the POV will appear at the top, allowing you to select either the Fund or Forecast Level Entry Group (FLEG) for inputting forecast data.
2. To choose your FLEG and/or Fund, click on the drop down arrow in the POV for selection choices.
6. IMPORTANT: Once you select your applicable FLEG, you must click the “Refresh” button for the form to be updated with the chosen FLEG.
7. If you do not see the POV toolbar, click on the POV button on the Planning tab.
Display Forecast columns of Forecast
If you use Smart View forms to enter your forecast data (vs. Planning via web access), then you will need to set the Smart View settings to display the Forecast Quarters. Note missing columns in below display.
1. Click on Smart View and then on Options
2. Uncheck No Data/Missing, Zero and No Access and click OK
3. Refresh the display
4. Display refreshed form with column A expanded to accommodate the full length of text.
Enter, Submit, and Review Data
1. In each form, the cells that are highlighted in gray cannot be edited. Numbers can only be entered into the cells that are not gray.
2. When typing numbers into a cell, the color will change until the number is submitted. This will allow you to know whether or not the data has been submitted. Once data is submitted, the cell will change back to its original color.
3. To submit the numbers entered into the Forecast Quarters, go to the planning tab, click “Submit Data”. The data will be saved in the UMHS Forecast cube upon submission.
4. IMPORTANT: If you only click the “Refresh” button before submitting the new data, it will not be saved, so make sure that you click “Submit Data”.
Review Business Rules
1. If you are interested in knowing what business rules run in the background when you click “Submit Data”, go to the Planning tab and click on “Calculate”.
2. Then choose “Rules on Form” from the drop down selection to display the business rules.
3. To learn more about the business rules click here
http://www.med.umich.edu/finance/FinancialSystems/files/xls/Business_Rules_On_Forecast_Forms_FY17.xlsx
If you have any questions, please email
Sign In to Workspace Planning (Web-based) –
Windows Internet Explorer 8 MUST be your Internet Browser in order to access Workspace Planning Web Forms
1. Open your Windows Internet Explorer 8 web browser and go to Wolverine Access. Click on Faculty and Staff, and then click on Financial Management Workspaces (Hyperion) towards the bottom right of the page.
2. Log into Workspace using your uniquename and Level 1 password.
Navigate To and Open the Forms
1. In the Quick Links box, under Planning, click on UMHS.
2. In the menu bar on the left, expand the Forms menu by clicking on the plus symbol.
3. Click on Forecast.
4. A list of all of the Forms will appear. Clicking on any of these Forms will display the Form on the webpage. Data can be entered or modify based on the Form chosen provided the cells are not grayed out.
Use the Point of View (POV)
1. Once a Form is open, the POV will appear at the top of the form allowing you to select either the Fund or Forecast Level Entry Group (FLEG) for forecast data entry.
2. To choose your FLEG and/or Fund, click on the drop-down arrow in the POV to see your choices. Then click the arrow (“Go” button) to refresh the Form.
Searching for a Forecast Level Entry Group (FLEG)
Enter, Submit, and Review Data
1. In each Form, gray cells cannot be edited. You will only be able to enter numbers into the cells that are not grayed out.
2. When typing numbers into a cell, the color will change until the Form is saved. This will allow you to know whether or not the data has been saved. Once you save the data, the cell will change back to its original color.
3. To save your new inputs, click on the “Save” icon in the upper toolbar and the data will be saved in the UMHS Forecast cube.
4. IMPORTANT: If you only hit the “Refresh” icon (to the right of the “Save” icon) before saving the data, it will not be saved so make sure that you click on the “Save” icon if you’d like to submit your new data.
Review Business Rules
4. If you are interested in knowing what business rules run in the background when you click the “Save” icon, see the Business rules section located in the lower left-hand portion of the screen.
5. To learn more about the business rules click here
http://www.med.umich.edu/finance/FinancialSystems/files/xls/Business_Rules_On_Forecast_Forms_FY17.xlsx
Information on Financial Systems Website AND in Workspace Planning (web-based)
Supporting documentation for the following is available for your reference
Link (“Ctrl” + Click on the link) / COMMENTShttp://www.med.umich.edu/finance/FinancialSystems/files/xls/FTE_Detail_File_12Month_FY15MAR_FY16Feb.xlsx / Actual FTE detail
http://www.med.umich.edu/finance/FinancialSystems/files/xls/FY17_Depreciation_Hanging_File_(3-14-16).xlsx / Forecasted depreciation detail
http://www.med.umich.edu/finance/FinancialSystems/files/xls/Service_Payment_Hanging_file_3-29-16_(FY17_Budget).xlsx / Actual & Forecasted Service Pymt detail
http://www.med.umich.edu/finance/FinancialSystems/files/xls/Business_Rules_On_Forecast_Forms_FY17.xlsx / Description of business rules on forms that run on save
http://www.med.umich.edu/finance/FinancialSystems/files/xls/Forecast_Entry_Lines_and_Initial_Forecast_Rules_FY17.xlsx / FEL Members and Initial Forecast business rules
http://www.med.umich.edu/finance/FinancialSystems/files/xls/Smart_View_Display_Settings.xlsx / How to expand Smart View form display
http://www.med.umich.edu/finance/FinancialSystems/files/doc/UMHS_Forecast_Application_Quick_Reference_Guide.docx / A summary guide regarding Smart View and Web-based access
If you have any questions, please email
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